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Portfolio #1 - New Portfolio
BEATING THE EXPERTS
Portfolio #1Individual Investor
Ranked #68,772 out of 769,002 TipRanks' Investors
Success Rate
250 out of 365
profitable transactions
profitable transactions
Average Return
16.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.37%
6-Month Return▲ 7.42%
12-Month Return▲ 10.80%
YTD Return▲ 12.51%
Total Return▲ 18.58%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.83%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.20%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.79%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.58%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.37%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 0.02%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.65%
▲ 11.46%▲ 5.06%▲ 2.83%
▼ 2.25%▲ 3.53%▲ 1.20%
▲ 25.72%▲ 1.21%▼ 1.60%
▼ 4.22%▲ 2.34%▲ 6.79%
▲ 7.82%▲ 2.10%▲ 4.58%
▲ 5.70%▼ 0.89%▼ 3.37%
▲ 23.63%▲ 3.84%▼ 0.02%
Recent Activity
Fidelity Total Market Index Fund
43.29%
▲ 36.22%
126
Buy
Nov 16, 2024
Microsoft
41.46%
▲ 28.85%
70
Buy
Nov 12, 2024
NextEra Energy
3.91%
▲ 11.75%
15
Buy
Nov 08, 2024
Verizon
―
▲ 2.36%
45
Close
Nov 07, 2024
Starbucks
11.34%
▲ 16.71%
37
Buy
Aug 31, 2024
Viatris
―
▲ 17.98%
8
Close
Mar 07, 2024
Pfizer
―
▼ 24.19%
19
Close
Mar 07, 2024
Hawaiian Electric
―
▼ 63.44%
19
Close
Nov 11, 2023
Mudrick Capital Acquisition II
―
▼ 7.76%
2
Close
Aug 21, 2021
Altria Group
―
▲ 4.45%
9
Close
Feb 10, 2021
Chevron
―
▼ 11.27%
8
Close
Dec 29, 2020
Kinder Morgan
―
▼ 25.37%
5
Close
Jul 28, 2020
Fidelity MSCI Consumer Discretionary Index ETF
―
▲ 16.15%
5
Close
Jul 27, 2020
SPDR Dow Jones Industrial Average ETF Trust
―
▼ 14.48%
3
Close
May 04, 2020
iShares Core Dividend Growth ETF
―
▼ 7.56%
5
Close
May 04, 2020
iShares Core S&P Total U.S. Stock Market ETF
―
▲ 2.29%
2
Close
Dec 17, 2019
Simon Property
―
▼ 2.59%
2
Close
Dec 17, 2019